Customerly + Freshservice Integration

Connect Customerly to Freshservice - Automate your workflows in 1-click

With Customerly and Freshservice automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Skip the manual back and forth! Easily automate the flow of data between Customerly & Freshservice using Integrately.
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Freshservice + Customerly Integration

Create Customerly contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Customerly. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Customerly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Customerly.

This makes it easy to keep track of your support tickets and contacts in one place.
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Customerly + Freshservice Integration
1.
  • Customerly
    Lead is created in Customerly

    Triggers the automation whenever a new lead is created

    Instant
  • Customerly
    User is created in Customerly

    Triggers the automation whenever a new user is created

    Instant
  • Customerly
    User is tagged in Customerly

    Triggers the automation whenever a user is tagged

    Instant
  • Customerly
    User is unsubscribed in Customerly

    Triggers the automation whenever a user is unsubscribed

    Instant
  • Customerly
    Lead converted to user in Customerly

    Triggers the automation whenever a lead is successfully converted into a user

    Instant
  • Freshservice
    Ticket is created in Freshservice

    Triggers the automation whenever a new ticket is created

  • Freshservice
    Ticket is updated in Freshservice

    Triggers the automation whenever a ticket is modified

  • Freshservice
    Requester is created in Freshservice

    Triggers the automation whenever a new requester is created

  • Freshservice
    Requester is updated in Freshservice

    Triggers the automation whenever a requester is updated

2.
  • Customerly
    Create user in Customerly

    Automatically generates a new user account

  • Customerly
    Add tag to user in Customerly

    Automatically assigns a tag to a user based on particular criteria

  • Customerly
    Create lead in Customerly

    Automatically generates new leads for potential customers

  • Freshservice
    Create ticket in Freshservice

    Automatically generates a new ticket

  • Freshservice
    Create requester in Freshservice

    Automatically generates new requester profiles with particular parameters

  • Freshservice
    Get requester by ID in Freshservice

    Automatically retrieves a requester's information using their unique ID

  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice

    Automatically retrieves a group by its ID

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Integrate Customerly & Freshservice In 1 Click
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